Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, and tax planning into a comprehensive financial and investment strategy. Gail has also held senior leadership positions in wealth management with U.S. Trust, Merrill Lynch, William Blair & Company and a large single-family office where she worked with high net worth and ultra-high net worth clients to assess, develop and implement wealth management plans. After graduating Oregon State University with a bachelor’s degree, Gail served as an officer in the U.S. Navy, followed by nine years of experience as a commercial banker at major money center banks before transitioning to wealth management.
- Senior Vice President and Wealth Advisor at Key Private Bank
- U.S. Trust
- Merrill Lynch
- William Blair & Company
Education & Credentials
- BA, Oregon State University
- Certified Financial Planner™
- Certified Investment Management Analyst®, The University of Pennsylvania – The Wharton School of Business
- Certified Exit Planner (CExP™)
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.